Canaccord Genuity Benefits Overview

Provides day-to-day administrative support to a wealth management team, including complex calendar management, meeting and travel coordination, document preparation, communications, records maintenance, expense and budget tracking, vendor coordination, workflow management, technology support, and special projects. The role requires discretion, strong organization, client-service skills, attention to detail, and advanced Microsoft 365 proficiency.

Conducts risk-based AML investigations of individual and corporate clients using transaction data, open-source research, and documentation. Determines whether Suspicious Transaction Reports are required, prepares STRs for FINTRAC, maintains investigation records, advises stakeholders, supports compliance leadership, and responds to regulatory inquiries and audits. The role also contributes to compliance procedures and handles internal and external queries.

Supports Investment Advisors with client relationships, transaction processing, trading orders, account documentation, reporting, compliance, and administrative operations. Serves as a client contact, coordinates internal and external requests, and provides marketing and business development support through communications, campaigns, retention, and referral initiatives.